Unclaimed
Keith Edward Jones is a financial professional with over 15 years of experience in the financial services industry. Keith is registered with State Farm Investment Management Corp. and has a Series 6, Series 63, and SIE licenses. Keith has a strong understanding of the financial markets and is committed to providing personalized financial advice to his clients. Keith is a Chartered Financial Consultant and has been recognized for his commitment to excellence in the financial services industry. Keith has been a registered representative with State Farm VP Management Corp. and has also operated his own insurance agency, Keith Jones' Insurance Agency.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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2
IL
08/10/2018 - Present
State Farm Investment Management Corp. (BLOOMINGTON IL)
IL
04/01/2003 - 01/08/2016
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BC
Issued 12/17/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/26/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/08/2016
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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